Brazil: orange juice shipments to the EU decline again

Brazilian shipments of orange juice to the European Union increased in January, which raised expectations for further increases in following months. However, sales to the EU declined again in February, somewhat discouraging market participants. Although exports to the United States remain firm, demand from Europe still needs to increase to support shipments.

Up to the 2023/24 season, exports to all destinations typically surpassed 1 million tons. In the 2024/25 crop, however, shipments totaled 775.6 thousand tons, 22.7 % less than in 2023/24.

In the accumulated of the 2025/26 season (from July/25 to February/26), Brazilian shipments of concentrate orange juice (66° brix) were at 549.96 thousand tons, considering data converted into FCOJ, downing 3.8 % compared to that recorded in 2024/25. The income, in turn, was at USD 1.885 billion in the first eight months of the season, for a decrease of 27.1 % in the same comparison – data from Secex.

OJ exports to the European Union amounted 250.2 thousand tons from July/25 to February/26, decreasing 55.7 thousand tons in relation to that verified in the same period of the season before. In February alone, Brazil shipped 24.5 thousand tons to the EU, against 49.8 thousand tons in January. Brazil would have to export 35.5 thousand tons per month until the end of the season (over the next four months) to reach the volume shipped to the EU last crop (392.1 thousand tons).

Shipments to the United States amounted 256.1 thousand tons between July and February, 23 % more than that verified in the same period of the crop before.